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CIK: 0001475271
Total reported value
$552.8M
$552.8M
69 檔
33.0%
At the close of Q4 2025, Moller Wealth Partners disclosed equity holdings valued at approximately $552.8M, spread across 69 reported holdings.
In Q4 2025, Moller Wealth Partners adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including GUNR, FNDA, VTIP) accounted for 33.0% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GUNR | Flexshares Global Upstream N | ETF-Other | 10.33% | -1.28% | -2.48% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 8.03% | +0.35% | -1.36% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 7.35% | -0.39% | +1.05% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.16% | +0.21% | -0.22% | |
| 5 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 5.28% | +0.11% | -1.29% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | +0.19% | -7.49% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 5.19% | +0.20% | -1.47% | |
| 8 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 4.31% | -0.09% | +2.41% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.21% | -2.34% | +3.52% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.91% | -0.13% | +0.95% | |
| 11 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 3.86% | -0.18% | -0.91% | |
| 12 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 3.64% | -0.02% | -4.71% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.25% | +0.02% | -4.92% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.85% | +0.08% | -3.15% | |
| 15 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.67% | -0.11% | -3.50% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.59% | +0.04% | +0.30% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.53% | +0.18% | -1.07% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.72% | +0.15% | -10.65% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.64% | -0.02% | -0.23% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.60% | -0.14% | -4.16% | |
| 21 | DWM | Wisdomtree International Equ | ETF-Other | 1.48% | -0.07% | -0.44% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.16% | -0.02% | -2.66% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.15% | -0.01% | +0.49% | |
| 24 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.00% | — | +0.12% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.01% | — | |
| 26 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.91% | +0.32% | +29.90% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.73% | -0.06% | -3.80% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.40% | +0.02% | -0.49% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | — | +0.02% | |
| 30 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.32% | -0.14% | -29.91% | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-Other | 0.27% | +0.01% | -0.27% | |
| 32 | ICLN | Ishares Global Clean Energy | ETF-Other | 0.26% | -0.01% | -7.45% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.24% | +0.03% | +0.55% | |
| 34 | GE | General Electric | Stock-Industrials | 0.24% | +0.05% | — | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | +0.06% | — | |
| 36 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.22% | +0.02% | -0.24% | |
| 37 | IFLN | Invesco Bloomberg Enhanced F | ETF-Other | 0.20% | -0.14% | EXIT | |
| 38 | PBW | Invesco Wilderhill Clean Ene | ETF-Other | 0.20% | +0.01% | -4.56% | |
| 39 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.14% | -0.02% | -11.10% | |
| 40 | ISCF | Ishares International Small | ETF-Other | 0.13% | -0.05% | -2.35% | |
| 41 | GEV | GE Vernova Inc | Stock-Industrials | 0.13% | +0.04% | — | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.11% | — | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.11% | -0.06% | -8.77% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | -0.01% | +1.84% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.10% | — | — | |
| 46 | AMAT | Applied Materials Inc | Stock-Tech | 0.09% | +0.11% | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.09% | -0.06% | EXIT | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.08% | +0.01% | -5.78% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.08% | — | -0.42% | |
| 50 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Moller Wealth Partners reported a total U.S. public equity portfolio value of $552.8M across 69 disclosed positions in Q4 2025.
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Top New Position Initiated
LLY
市值: $206.3K
Top Position Liquidated / Trimmed
DGRO
前期市值: $239.6K
During Q4 2025, Moller Wealth Partners's top holdings by market value included GUNR (10.3%)、FNDA (8.0%)、VTIP (7.3%). The largest single position, GUNR, represented 10.3% of total portfolio value.
In Q4 2025, Moller Wealth Partners made 43 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 31 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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